Latest New Perspectives, Inc Stock Portfolio
New Perspectives, Inc Performance:
2025 Q2: 2.9%YTD: 0.6%2024: 4.8%
Performance for 2025 Q2 is 2.9%, and YTD is 0.6%, and 2024 is 4.8%.
About New Perspectives, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, New Perspectives, Inc reported an equity portfolio of $202.2 Millions as of 30 Jun, 2025.
The top stock holdings of New Perspectives, Inc are BIL, QQQ, IBCE. The fund has invested 27.8% of it's portfolio in SPDR SERIES TRUST and 13.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), ABBVIE INC (ABBV) and ALLIANT ENERGY CORP (LNT) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). New Perspectives, Inc opened new stock positions in ORACLE CORP (ORCL) and COSTCO WHSL CORP NEW (COST). The fund showed a lot of confidence in some stocks as they added substantially to WORLD GOLD TR (GLDM), INVESCO EXCH TRADED FD TR II (BAB) and JPMORGAN CHASE & CO. (JPM).
The top stock holdings of New Perspectives, Inc are BIL, QQQ, IBCE. The fund has invested 27.8% of it's portfolio in SPDR SERIES TRUST and 13.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), ABBVIE INC (ABBV) and ALLIANT ENERGY CORP (LNT) stocks. They significantly reduced their stock positions in WISDOMTREE TR (AGZD), ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). New Perspectives, Inc opened new stock positions in ORACLE CORP (ORCL) and COSTCO WHSL CORP NEW (COST). The fund showed a lot of confidence in some stocks as they added substantially to WORLD GOLD TR (GLDM), INVESCO EXCH TRADED FD TR II (BAB) and JPMORGAN CHASE & CO. (JPM).
New Perspectives, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that New Perspectives, Inc made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 2.42%.
New Buys
| Ticker | $ Bought |
|---|---|
| oracle corp | 218,630 |
| costco whsl corp new | 205,908 |
New stocks bought by New Perspectives, Inc
Additions
| Ticker | % Inc. |
|---|---|
| world gold tr | 136 |
| invesco exch traded fd tr ii | 7.08 |
| jpmorgan chase & co. | 6.91 |
| wisdomtree tr | 6.81 |
| ishares tr | 1.8 |
| spdr series trust | 1.14 |
| microsoft corp | 0.07 |
Additions to existing portfolio by New Perspectives, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| wisdomtree tr | -16.3 |
| ishares tr | -14.67 |
| invesco qqq tr | -13.7 |
| apple inc | -11.02 |
| spdr series trust | -4.2 |
| vanguard index fds | -3.92 |
| vanguard specialized funds | -2.66 |
| vanguard intl equity index f | -1.27 |
New Perspectives, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alliant energy corp | -207,464 |
| ea series trust | -200,682 |
| abbvie inc | -214,541 |
| unitedhealth group inc | -232,545 |
New Perspectives, Inc got rid off the above stocks
Sector Distribution
New Perspectives, Inc has about 95.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95.8 |
| Technology | 2 |
Market Cap. Distribution
New Perspectives, Inc has about 3.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95.8 |
| MEGA-CAP | 2.5 |
| LARGE-CAP | 1.3 |
Stocks belong to which Index?
About 3.9% of the stocks held by New Perspectives, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.1 |
| S&P 500 | 3.9 |
New Perspectives, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Perspectives, Inc
New Perspectives, Inc has 36 stocks in it's portfolio. About 92.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for New Perspectives, Inc last quarter.
Last Reported on: 17 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr series trust | 27.81 | 773,541 | 56,228,700 | reduced | -4.2 | ||
Historical Trend of SPDR SERIES TRUST Position Held By New Perspectives, IncWhat % of Portfolio is BIL?:Number of BIL shares held:Change in No. of Shares Held: | ||||||||
| QQQ | invesco qqq tr | 13.15 | 48,184 | 26,580,200 | reduced | -13.7 | ||
| IBCE | ishares tr | 12.63 | 305,854 | 25,532,700 | added | 1.8 | ||
| DWMF | wisdomtree tr | 12.59 | 505,756 | 25,444,600 | added | 6.81 | ||
| BIL | spdr series trust | 7.33 | 272,527 | 14,820,000 | added | 1.14 | ||
| IJR | ishares tr | 6.07 | 56,830 | 12,263,300 | reduced | -14.67 | ||
| GLDM | world gold tr | 5.03 | 155,170 | 10,166,700 | added | 136 | ||
| VIG | vanguard specialized funds | 4.05 | 40,049 | 8,196,780 | reduced | -2.66 | ||
| BAB | invesco exch traded fd tr ii | 2.23 | 19,885 | 4,515,880 | added | 7.08 | ||
| VB | vanguard index fds | 1.24 | 8,951 | 2,504,750 | reduced | -3.92 | ||
| AAPL | apple inc | 1.13 | 11,100 | 2,277,310 | reduced | -11.02 | ||
| berkshire hathaway inc del | 0.72 | 2.00 | 1,457,600 | unchanged | 0.00 | |||
| AGZD | wisdomtree tr | 0.65 | 25,905 | 1,320,110 | reduced | -16.3 | ||
| SHW | sherwin williams co | 0.61 | 3,600 | 1,236,100 | unchanged | 0.00 | ||
| VEU | vanguard intl equity index f | 0.61 | 18,296 | 1,229,860 | reduced | -1.27 | ||
| LLY | eli lilly & co | 0.42 | 1,097 | 855,144 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.39 | 1,819 | 797,450 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.37 | 1,520 | 755,973 | added | 0.07 | ||
| EGP | eastgroup pptys inc | 0.28 | 3,434 | 573,873 | unchanged | 0.00 | ||
| JPM | jpmorgan chase & co. | 0.24 | 1,703 | 493,746 | added | 6.91 | ||
